Tag Archives: Wall Street

April 5, 2026 · 06:46

The thought was there

I have been giving you all the works over the last month as the United States is setting new levels of non-conformist thinking (aka stupidity), but one thought was creeping in the back of my mind, because it partially didn’t make sense. I kept it under the hood and brooded on this. You see, the Guardian brought it to the top once again (yesterday) with the headline ‘US defense spending would rise $445bn under Trump budget plan, with steep cuts elsewhere’ We get that the United States is overly proud of its military, but that much overspending does not make sense. That is, if current quarters hold. But that is not the case is it? His NATO rhetoric, his biased plans to include, there is something amiss in all this. It reeks of Germany at 1938. Germany had jobs for all people, it would be a beautiful, beautiful new world where everyone worked. He was not lying (for the most) but we merely never thought that this would go in a certain direction, did we? Now we see his boasting of setting NATO on its feathers, which means that there is every chance that 65000 troops are coming back from Germany and Italy (and a few more places). This gives me the willies. I reckon that the United States is so deeply in debt that he merely sees the annexation of Canada and Greenland to thwart his broken wallet from collapsing on itself. As I see it, Iran is now a bust, so he goes back to Canada and Greenland and annex it. I reckon that he will need the 65K troops to cluster in eastern Canada, and a lot in Western Canada (to push towards Greenland) that setting would fit the bill of a maniacal narcissist. And it is only a fear I have, because I remember WW2, I was born just after it and I saw Rotterdam after the bombing. It took well over a decade to fix what was done to my city and I few we will see a similar setting happening now. It is only this scenario that calls for the actions the US government is seemingly making now and when the bill is due, no one will like President Trump for hat he does, but 100 million people will inwardly smile, because the bill that comes due to all is delayed a few more years. So that hidden fear I spoke last night makes it now essential to select China as a new partner. Or the alignment with BRICS, Because when the United States is in this predicament, China is the only player that will instill fear on the United States and the Commonwealth will not be able to deal with the United States. We never thought it would come to this, but the elements are lining up exactly to this scenario.

The important question becomes ‘Could I be wrong?’ 

Yes, that is definitely true, but the elements that we are given like ‘bombing back to the stone age’ and replacing its generals, optionally for fresh new generals who would do whatever the United States needs. That is the setting we are given and the White House will use Iran as an example of what is to come with anyone siding against America, as such we are now coming into a field where we are watching ourselves getting scared stiff, or go to war. It is not a scenario I ever envisioned, but I still remember what was left of Rotterdam and the noises we hear now are eerily similar. 

So whilst we are given in the Guardian “Under the proposal for the 2027 fiscal year beginning on 1 October, defense spending would rise by 42% to $1.5tn, $445bn higher than its level in 2026. The funds would go towards programs intended to ensure “the United States maintains the world’s most powerful and capable military”” the question becomes how much time do we have left? Because there is no way that Canada is ready for well over 65,000 troops at the border, they will push into Greenland with not too much opposition. All the lollies President Trump wants and after that he will make a narcissistic excuse why it is better for the world, why the United States is so much better than whatever comes in its place. As I see it, the cure was a lot harsher than the disease called greed. What we see now is a nation that will take from anyone else as long as it serves their purpose. 

But still I wonder, could I be wrong? Am I seeing figments of my paranoid delusion playing itself out? And I merely have to look towards Venezuela and Iran to see that I am not. And whatever Washington and Wall Street think the have, they will then be known as the enemy of the world, greed unchecked and unbalanced is the setting that comes and scorches everything else. In that same setting we can wonder what these data centers were meant to hold? The data of everything non-American? It is a wonder but when you see that the push for data centers is set to the maintenance of greed in all its records. So consider where you are and what you are optionally overlooking. My mind is shivering for what is coming to all our shores. 

Have a great day.

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March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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March 6, 2026 · 14:25

Dangerous Speculation

This article is almost pure speculation. The people said what they did, as they always do, but the dots are connected differently. So as some dots will connect to a degree to one, there is nothing to stop anyone from connect the dots until they see a dragon, so beware. In the first, I have nearly always said that the United States of America was pretty much broke. The problem is that some connect the term ‘pretty much’ to a term thinking it can better that beast, but that is nearly always folly (court jester folly). So when we see that David Kelly gave us that the country is “going broke slowly.” No one really doubted this because going slowly can be almost any timeline. At present, the debt is 38.8 trillion. Then we get three quotes that kinda connect. The first one is “Trump is lying. I serve on the intelligence and armed services committees. There’s no intelligence that Iran posed an imminent threat to the U.S. or the American people” This allegedly comes from congressman Jason Crow. I cannot say for certain that he actually said that, so be aware and I use it, because it fits a picture, let’s say it is one of the dots. Then we get Anne Applebaum saying: “He does lie all of the time. And I find it fascinating (and sick) that he lies even “when he doesn’t need to”” Too many people and fat checks give her setting a thumbs up, but is it really connected? That becomes the question. The third statement comes from Bernie Sanders. He stated “Trump said we had to attack Iran because we can’t allow it ‘to have a nuclear weapon.’ Really? This is the same president who, in June, said: “Iran’s nuclear facilities have been obliterated.’ Vietnam. Iraq. Iran. Another lie. Another war.!” We saw the comments. We saw the outbursts and we saw the stage, Now, I am not saying that Iran is an innocent victim, there is enough to thwart that suggestion. Yet I have always accepted that if you do the right thing for the wrong reason that action becomes the debilitating act of corruption that we all face. I get a different picture. Americas is now (almost) broke, it will have to get its fingers on oil. Canada wasn’t giving up theirs, Europeans and Canadians were blocking America from getting its fingers on the spoils of Greenland and the oil from Venezuela is in the short term useless. So what remains? It is simple Russia and Iran, Iran is ‘relatively’ easy and Israel was able to help because Iran was a clear and present danger to the state of Israel. And now President Trump will accept someone ‘acceptable’ to the United States of America, as this person will allow America to drain the oil from Iran and the son of Ali Khamenei will never suffice. Trump says he wants to be involved in picking Iran’s next leader, and that is the leader that will allow America to drain its resources (at $0.10 per barrel) America is that desperate now (as I personally see it).

It has now and lately always been about the resources. America is as I see it, broke. And that is not a story any President is willing to tell its people, this is what you get when you cannot control Wall Street or the greed of people. And Iran is now paying that price. For the USA, the fact that Iran fired its missiles every where works, because as I see it, Iran isolated themselves perfectly , which works for President Trump, an isolated enemy has no friends to fall back onto and Russia cannot intervene, it has blocked itself and China doesn’t want to get into the middle of this. I reckon that on the side the fact that America is in this predicament works for the long game they have running, because President Trump exposed its weakness. They merely have to make sure that too much of that oil gives nowhere and China will come out victorious.

So is my setting that of the conspiracy theorist? Some say that the dots connected to a unicorn, not the realism that it was an anorexic rhino. When are dots dangerous? Well in the first is comes in waves and it often comes to images that aren’t anything. As such am I right (to a degree) or is the image too distorted due to sources? I let you decide that, but I gave at the beginning that there is a chance that I am writing an article “is almost pure speculation” so be weary of what you accept, even if the sources are spot on. It is one of the dangers of unrelated quotes. 

Have a great day. I am sad as my TV will take almost a week to arrive, no movies, no PS5. My life sucks (at present).

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February 15, 2026 · 22:37

Who are they kidding?

That was what I was thinking when I got the following news articles. First there was ‘Rubio says US and Europe ‘belong together’ despite tensions’ (at https://www.bbc.com/news/articles/c2lrdq47149o), which is astounding as Rubio’s administration wanted to court someones else’s partner, fuck that partner and take whatever they could get (which is my version of the state of affairs) and I am pretty certain all Danes see it in the same way. So when we get “The US secretary of state told the Munich Security Conference: “We do not seek to separate, but to revitalise an old friendship and renew the greatest civilisation in human history.”

He criticised European immigration, trade and climate policies, but the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance’s at the same event last year, during which he scolded continental leaders.” I personally see the setting of “the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance” is (as I personally see it) set in two ways. The first way is that America is now ‘scared’ that like Canada, the EU will tighten trade settings with China and that ends a few things right there and right quick. The second one is that they are also worried that cash will run out before this administration leaves the White House, something that is becoming a real fear for them. They make claims on the ‘massive’ wins their economy is making, but the American people aren’t seeing that. Moreover, big tech just shed 165,000 people and at least 127,000 were let go in 2025. All these people need jobs and these jobs aren’t coming (back) and that is before you take into account what damage the hospitality is showing. The larger settings here are numerous ways that certain people aren’t being made aware of. Al Jazeera gives us ‘The US economy seems strong after a year of Trump, but is it really?’ (at https://www.aljazeera.com/economy/2026/1/19/the-us-economy-seems-strong-after-a-year-of-trump-but-is-it-really#) where we see “experts say, is that the stock market boom has helped to mask deeper underlying problems in the economy.” As well as “despite the impressive GDP numbers, that growth is not being accompanied by an increase in hiring. While hospitality and healthcare added workers last year, retail, manufacturing and construction – sectors that rely heavily on migrants – all shed jobs.” So basically these tech companies are doing decently well because they shed 127,000 jobs. Costs down, profits up. That is how I see it. And that is the preamble of a brain-drain, because the people need jobs and they will work for whomever pays them. And these so called ‘high potential workers’ will accept a job at ADNOC (or Aramco) to provide for their families, as such the brain-drain begins and they are nervous, because the Europeans are in pretty much the same setting and it is an employers market now. They will take the best for the jobs (as well as a few other reasons) and at that point the people will go where they are needed. And this is merely an example using two corporations. 

The second article was also from the BBC (at https://www.bbc.com/news/articles/cjrq2r9y278o) where we see ‘‘Trump will be gone in three years’: Top Democrats try to reassure Europe’ and as I see it, it is too late for that. They elected a president that made a mess of things, he is accused of appeasing Russia and has tried to take their lands and threaten them. There is something seriously wrong in the areas of the Unites States of America. So whilst they hear ““If there’s nothing else I can communicate today,” California Governor Gavin Newsom said at a conference event on Friday, “Donald Trump is temporary. He’ll be gone in three years.”” 

And there is the realisation that in three years there might not be a United States of America left. The mess is too intense, the chaos is unabating and the American administration mess with their ICE and other settings like the U.S. Customs and Border Protection (CBP) issues, the VISA integrity issues, the alleged data phishing settings and that is merely the first setting. It will take the best part of a decade to optionally win back Europe and the Commonwealth and they don’t have that kind of time. They too have their issues and together it might have worked out. With this administration the Commonwealth and the EU are seeing a non-option in play and that is the setting China has been waiting for. When China has the ear of the EU and the Commonwealth there is every chance that it will dump whatever bonds of the US treasury it has left and push the USA over the edge. That is an actual real fear that Wall Street has and the sugar coated messages does not alleviate that fear (like the Disney Credit Card). So these two settings are in the back of the minds of the shakers of the EU and the Commonwealth. So whilst we get ““The reason we’re here is to provide reassurance that we understand how important our European allies are,” Democratic Senator Jeanne Shaheen of New Hampshire said.” Their nation has elected a president who does not feel that way and that is the reality for the EU and the Commonwealth for at least three more years. A setting that seems to be lost on these people, or they might not be able to fix that problem. So after the first failed attempt to impeach him, he was convicted of 34 felony counts, he was reelected and makes a bigger mess of things and there is nothing the other side can seemingly do. As such the EU and the Commonwealth have had enough of that and they are looking for other options and in the back there is China looking at what is in it for them. And as I personally see it, China is merely one slam-dunk away from total victory. If the setting of “The EU faces a significant trade deficit, which exceeded €300 billion in 2024, prompting calls for more balanced trade.” I reckon that if China finds a solution when that deficit is lessened by at least €250 billion, the EU will consider that move and it will not be too costly for China either. Because the open door will give rather large opportunities and should their solutions be brought to the Middle East and the EU, China will be getting the better part of the deal, whilst diminishing the current footprint the USA has on these two regions. A setting that most fear, or they are in dubio because of what the USA ‘spouts’ (as the term goes) but the larger setting is out in the open and the actions of this President aren’t helping anyone, least of all the people of the United States and as I see it, should PM Mark Carney take the lead and set the trades in a prosperous setting towards the EU (and Canada of course) The Republicans and the United Stated are truly done for. Consider this nightmare, Microsoft out, LibreOffice and Tencent technology in. That could be a 20-40 billion a year hit to Microsoft and connected services. Then we get American Tower Corporation out and Huawei in. That is not a given, but the likelihood of that happening becomes more and more realistic, the actions of this America Administration is making this so and the American Tower Corporation is set to 149,000 communications sites and nearly 107,000 properties internationally. Now this will not go in a day, or even a year, but when these two, merely these two corporations shed 10%-20% revenue. It is my believe that the US Debt will strangle America within 2-3 years. That is the one setting no one is looking at and now that China has a dialogue with PM Mark Carney and Ursula von der Leyen that setting becomes as real as it can be. The question is how ready is China to take that lead, or perhaps they want to wait a year for the setting of the USA to become almost desperate, because there is only so much the USA can hide in papers and they are running out of space. 

Am I a doom speaker? I am speculating to a larger extent, but who knew that these two companies could throttle the USA? Who saw the Microsoft v OpenAI break up coming? Just simple questions that should be on the forefront of many minds and the problem is that the media is no longer to be trusted, it goes against their need for the digital dollar. The clickbait hype that too many media are focussing on. So where is the real news? Who had heard of the American Tower Corporation? Simple questions really. 

So have a great day and consider that Coffee with cream and sugar is written as “加奶油和糖的咖啡” till next time.

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February 9, 2026 · 21:56

I was seemingly unaware

It happens, at times there are things I do not know. Most often because I don’t care and this was about the USA, as much I kinda don’t care. Through YouTube I got the news that President Trump stopped the the Hudson Tunnel Project in New York City. According to the source the funds are stopped until Donald Trump, gets Penn Station in New York or Dulles International Airport in Washington, DC after him. To be honest I have never witnessed any president of any nations to be this self absorbed and (according to some) be the highest Russian mole ever to be inserted in the American administration ever. As such the US administration has evolved a long way from senator Joseph R. McCarthy to a president that appeases the needs of Russia. Yet, in all honesty it might be the craziest thing I have ever heard, so whilst everyone it willing to set this to paint the crazy man in the White House. There is the setting that is also being appeased (by me). I don’t think that President Trump is this crazy. I think that he merely wants to be seen this crazy. Consider that Wall Street, the Senate, Congress and the Judicial setting of America has plenty of really intelligent people. As I see it, he is stalling. And the setting I see “GDC says an extended suspension will put at risk approximately 11,000 construction jobs, as well as the 95,000 jobs and $US 19.6bn in economic activity that construction is anticipated to generate overall. It adds that delays to the project increase the risk that the North River Tunnel, which is due to be extensively refurbished under the project, will have to close.” Which is given to us by the International Railway Journal (at https://www.railjournal.com/financial/judge-offers-hope-for-hudson-tunnel-project/) and I am currently stopped by the 20 billion dollars and the 95,000 attached jobs. What if America is now in a much tighter schedule? What is the money isn’t there and this administration is looking for a way out, is playing the court jester (even though he is nowhere as gifted as Rigoletto, court Jester of Doge Enrico Dandolo) and we are all buying into the jester act. And as this administration is allowing for these events, even though we are given “However, the US Department of Transportation (USDOT) began withholding federal funding for the Hudson Tunnel along with the Second Avenue Subway project in New York City in October, stating that the requests for payment could not be processed pending a review of the projects that it had ordered.

GDC warned during a board meeting on January 27 that available funding and credit used to keep the project going would run out on February 6, forcing the suspension of work.” We are also given that this ‘delay’ is merely temporary. And all these settings give me the feeling that these acts are merely that, acts. And as I see it the stage is that the United States is now running out of money. There are too many settings that do not make sense and all the money draining settings are either cancelled or (like wind farms) or delayed as much as possible. And that setting does not compute with me. As we are seeing that there is yet another ‘crazy’ kink in the cables of the America Administration, I believe that there is more under the hood and whilst certain people are using whatever stakeholder they can to avoid digging into the areas that matter to get a clear picture. 

So whilst I will consider the thoughts on how entertaining Rigoletto was in 1201. So, all you have a great day and I will see you on the flip side of things. Have a great all, its too early for breakfast in Vancouver, but early breakfast in cold driven Toronto feels fine to me (its 29 degrees and almost 22:00), way too warm for me here at present.

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January 11, 2026 · 08:30

Price of oil now $15

Yup, saw it myself, a gallon of sunflower oil now $15, as such I wonder why President Trump is panicking? Any grocer has it, so why settle for Venezuelan oil? OK, he has the bankrupt stigma over his head, but that is on the administration. And in that regard the BBC piece (at https://www.bbc.com/news/articles/c205dx61x76o) giving us the headline ‘Trump seeks $100bn for Venezuela oil, but Exxon boss says country ‘uninvestable’’ might not help him much. You know, I would have thought he would have investigated that BEFORE he put the lives of American soldiers in jeopardy. So when we are told “US President Donald Trump has asked for at least $100bn (£75bn) in oil industry spending for Venezuela, but received a lukewarm response at the White House as one executive warned the South American country was currently “uninvestable”.

Bosses of the biggest US oil firms who attended the meeting acknowledged that Venezuela, sitting on vast energy reserves, represented an enticing opportunity.” As such what did Chevron had to say? They were the one that were their in the first place. As such I reckon that the peaceful webcam of Nuuk might not be so peaceful for much longer. In that regard, was there really just one executive stating the uninvestable ploy? And one response was “Exxon’s chief executive Darren Woods said: “We have had our assets seized there twice and so you can imagine to re-enter a third time would require some pretty significant changes from what we’ve historically seen and what is currently the state.”” In all this I am a little surprised. I would have had that meeting beforehand. It kinda makes me wonder of the belle at the ball meeting a well hung man stating ‘What am I supposed to do with that?’ That is one of those moments when ‘hoping for the best’ will come across as having a cold shower as the first dish of the ‘entertainment of the evening’ it might come across as a little cold, but that is what it looks like. Everything over the last 2 weeks looks like an exercise of how not to do things in any corporate setting. Especially when you start eyeing 300 billion barrels. In my mind the first question I had was why didn’t Venezuela set that in motion? And for that matter where were these tankers going to? What solutions do they have to process that much oil? Those are the first questions I had two weeks ago, as such that oil meeting was like a marketing cold call. And there is a setting for off shore processing in this case even if America will buy the oil, it is a simple setting to adding a taximeter to that processing plant. As such this entire setting is one of bad preparation. It’s like the man expecting a smooth ride at a brothel asking the question ‘What exactly is herpes?’ Which gets us the comical setting that the lady of the house asks ‘You don’t have herpes, do you? I don’t want to get that again’ You might smile but the reactions that President Trump is invoking with reaction views that the Venezuelan oil industry is looking like a dud more and more at present. 

Then there is the setting that ABC is leaving us with ‘Donald Trump says oil executives will have ‘total safety’ if they invest in Venezuela’ Can they really? As far as I can tell, these places tend to react flammable to any RPG thrown their way and President Maduro has a large following that are still roaming the streets of Caracas. As such ill-prepared and reacting in the stage of ‘total safety’ whilst that would require over 100,000 boots on the ground in Caracas and that is likely to set a different tone to that equation. So as America is heading towards at least two fronts (Greenland and Venezuela), I wonder if he read the papers on Napoleon making the very same mistake in 1814. He should look at the works of Ridley Scott, especially his movie Napoleon (2023), he might learn something. I know it is much better to read ‘1812: Napoleon’s Fatal March on Moscow’ by Adam Zamoyski, but that might be seemingly too dry for him. 

These are a few insights one might need to reassess the insights that President Trump had last week as he was going to ‘fix oil infrastructure’, it seems that this meeting with the oil executives was one he needed to have before he made the claim to ‘fix oil infrastructure’. You know little things like that might fix his viewpoint in a more correct way beforehand. And I feel stupid for having to say this, but, no wait, I don’t have to the American Administration had to do this BEFORE they went in and stated that they were going against drugmakers. So how many drug houses were captured (call it freed) from Venezuela? And the ‘word’ is “Venezuela remains a major transit country for cocaine shipments via aerial, terrestrial, and maritime routes.” You see, in 1974 I learned (at the merchant navy academy) that transit means “conveyance of persons or things from one place to another. usually local transportation especially of people by public conveyance. a system engaged in such transportation.” So for the kiddies in the American administration, it means that merchant A ships goods B through Location C to Customers in location D. As such Venezuela is Location C, so the drugs are optimally only found in some ware house. So how many warehouses were captured with drugs? I failed to see that news. And when we get to the nasty setting that it was always about the oil. And as such that meeting the BBC raves on about should have been had at least 4 weeks ago and in all this the one who was there before (Chevron) is seemingly overlooked by all. What were their observation of Venezuelan oil processing? Little things like that. So are we getting the same failed narrative for Greenland and if it was about national security, what discussion were held over placing a base and a port in Greenland (or enlarge the port of Nuuk for Navy ships and perhaps a airfield for refueling options. So what ‘enlargements’ were planned for Pituffik Space Base? All questions that national security would have in the initial first instance and I see no reporting on that. But I reckon the news would have linked these settings like media coverage (e.g., Defense News), and internal DoD reports, all detailing military posture, strategy, budget, and operations, with the Secretary of Defense reporting to the President and Congress, and various agencies like the DIA and services providing intelligence and status updates. Perhaps the DoD was not entirely forthcoming on that, but they needed to have all the paperwork ready for this and I never saw anything on that. As such I get the feeling that Greenland is a simple resource grab to enlarge their credit portfolio. Nothing more and I reckon the this will anger Denmark, the EU, NATO and optionally Canada too. Most likely not in the order, but these elements are involved. All settings that the media would have been able to ask instead of getting the usual quotes (like) “Canada should become our Cherished 51st State” or my favourite, President Trump apparently said these words a week ago: “One Day, I Realized Nobody Was Coming to Save Me—So I Saved Myself” and it will become my favourite as he utters those words in the International Criminal Court in The Hague when he faces them, because there is 0% chance he will avoid that setting after the coming 1105 days. Whomever takes over the office will have such a mess to clean that they will hand him over in an instant act to relieve some of the pressures that successor faces on the global markets. In 1105 days he either find the correct amount to increase the Credit Card of the United States or Wall Street hands him over to anyone asking for him. This is of course massively speculative, but do you think I am wrong? The numbers don’t lie (they actually do, it is the interpretation that tends to be finicky) “Trump’s term low is 41% approval, which he first reached on Nov. 12. His disapproval also notched up to 56% on Nov. 19, a high for this term per the aggregator. As of Jan. 9, 2026, 43% approve and 55% disapprove, per the Times.” (Source: USA Today) As I see it, Wall Street will giftware him and Warren Buffet is likely to make the bow for the wrapping himself. And in all this he has ignored international law, just like Napoleon did and they gave him a hotel on Elba to relax. I don’t think President Trump is going to get that lucky. Too many are after him now and that list is getting more impressive by the day Venezuela, Greenland, Canada, Netherlands, Belgium (EU HQ, NATO HQ), Germany and a few more. To my knowledge Adolf Hitler was the last person to get this much personal attention of governments, not even Stalin pulled the one off. It might not be academic but it feels correct. 

Does it feel over emotional? No, I have merely attaching optionally non-related issues, because the Trump administration is making knee jerk corrections on something that should have been thought through BEFORE we had to watch the arrant pr President Maduro. Don’t get me wrong, as the details go he was seemingly a bad man, I have no doubt. But at what stage did that warrant America to go in and arrest him on the spot with a fleet of ships? When did America send the army into Iran and arrest Ali Khamenei, Supreme leader of Iran. Or perhaps Gustavo Francisco Petro Urrego, President of Columbia where the drugs seemingly come from. Where is that media snippet of reality? No, Venezuela was about oil and now it seems that it is seemingly as useful as horsepiss. (Quote from King Kong 1976, where the Petrox Corporation went in for oil too). As such it didn’t turn out that way and this example makes me wonder why the Trump Administration wasn’t ready for this. As such my idea for off shore processing and getting all oil tankers to go to an (optional) American location to process that oil might have been a better solution. I have no expertise in the Petrochemical industry, so I am going on a limb here, but to not explore that option on day one seems folly to me. So what shortcomings will we see when Greenland is up for ‘auction’?

Just my 2 cents of the matter and now it is time for brekkie, Have a great day all.

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December 24, 2025 · 06:38

The Greenland narrative

It has been less than 24 hours, but as I see it, every news agency repeats the same words “We have to have it” and “National Security” whilst there are many sources, I am going with the one where Al Jazeera hands us “United States President Donald Trump has stepped up his campaign to take over Greenland, declaring the Danish territory essential to Washington’s national security and appointing a special envoy he said would “lead the charge”.” It comes from ‘‘We have to have it’: Trump renews push for Greenland as Denmark protests’ (at https://www.aljazeera.com/news/2025/12/23/we-have-to-have-it-trump-renews-greenland-push-as-denmark-lodges-protest) I wonder why the rest of the world is not protesting too loudly. You see when you get a psychotic bully lying his way in the room, what will happen when he takes on the next guest, what happens when he starts again with the 51st state rhetoric, because that will happen. You see America is addicted to money, there is no reigning in this folly, we might recognise some of the signs in salespeople, driven to their pipeline at the expense of everything else. Compulsive financial behaviors, spending, driven by intense preoccupation, anxiety, or a temporary high, leading to negative life consequences like debt, and extreme stress, and they had plenty of time to adjust their way of thinking, but it will never come. So what will the world do? Protect Denmark and its colony Greenland? Let it slide? The only one upside I see is that when the Greenland ice melts (due to extensive mining), the trillions of real estate value in America’s eastern shores, in villages like New York and Washington DC. These places will evaporate and that is a good thing. We will see denials that they will take good care of Greenland, but their word has lost 99% value as I see it. So as CNN treats us to ‘Jim Beam pauses production at main distillery as bourbon inventories rise’ because no one is buying their drinks anymore and as we are given that 85% drop in spirits exported to Canada isn’t sold anymore, that rhetoric will need adjusting, the news gives us all kinds of ‘responses’ from Trump minded people on how Canada is so Liberal and the social values of Canada is leeching off America, the unsettling truth is not even whispered. America had to adjust its spending setting for over a decade, and now the final iteration is reached. As Greenland is trespassed on for whatever imaginary reason given the world abandoned the idea of being allies with America and the Commonwealth is likely to see the stage with the EU and optionally China. I reckon that China needs to get several EU nations on board. I reckon that Germany is the first to be brought on board. France will still hope that America turn away from Trumpism, but that is not a gives as America seems to rally behind the Kremlin. The definite setting is not the Kremlin, it is their own $38,000,000,000,000 ($38 trillion) debt that is managing the folly of America. And this will become a lot worse, because Canada is already rejecting America and soon others will too. America brazenly stated that they didn’t need their wood. Excellent, they found other sources to sell it to. And as the U.S. imports about 40% of the softwood lumber the nation uses each year, more than 80% of that from Canada.

President Donald Trump says that the U.S. has the capacity to meet 95% of softwood lumber demand and directed federal officials to update policies and regulatory guidelines to expand domestic timber harvesting and curb the arrival of foreign lumber. (Source: the conversation) we see the unspoken truth. The unspoken truth given here is that it was basic economy that shows tariffs to be a bad idea and the White House lacking basic economic skills is taking on the Prime Minister of Canada, Mark Carney. A rock star in economics, former Governor of the British Bank and he is walking circles around Wall Street and Wall Street is afraid, because as the economy is falling down, they merely have to look at that White House to see the guilty party. 

And as Canadian Snowbirds are avoiding their American nesting grounds (mainly Florida) these places go dark too. That is an annual multi billion dollar loss too. So whilst America is blaming liberal Canada, they merely shot themselves in the foot and whilst we see ‘little dipped’ numbers, we also know that American sources are hiding the real numbers in play making matters worse. The mess is a lot bigger than shown and it makes sense. Because no matter how Greenland unfolds at present, the pressure on Canada stays high because they are next on the ballot of America’s never ending need for greed. Greenland merely stops the immediate bankruptcy of America and unless nothing is done within 2-3 years, America still needs Canada and that reality is facing us all. So when will we say ‘enough is enough’? There is no stopping greed, it is eternal and those in power like being in power, as such spending habits will not wane which is the first essential thing to go to turn this about. But we were all told a lie, not one, but legion of lies like ‘it will be better tomorrow’, ‘AI will fix it all and Stargate is the way’ or 100 other questions fed to us by the media. All people in sales mode, including the media hungry for digital dollars and no one was making a basic tally of amount going out and amount coming in. That tally was basically never coming, because that requires tomorrow to be there and it never was and now Greenland (under the excuse of National Security) is the first place to fall for American Greed. So how will the world react?

As a commonwealthian I stand with Canada (unreservedly) but what about Greenland? As I see it, it is Danish territory and America trying to annex it should be seen as an attack on NATO and Denmark can invoke Article 5 and Article 5 of the North Atlantic Treaty states that an armed attack against one NATO member shall be considered an attack against all members as such America will invoke a war with NATO and they should come to the aid of Greenland/Denmark. Should that happen (still a presumed event) it would drown the American defense industry as all of its members will cut short all contracts with America. And as Canada are part of NATO, that setting will turn nasty in an instance as the Canadians are fed up being called the 51st state, so they have skin in the game.

I think it will not turn out this way because President Trump knows the pickle he is in. He send an envoy without diplomatic status to avoid Denmark, but as that falls flat he lost 3 out of 3 ‘pretty’ places to inhabit and as that option evaporates, America has no option but to foreclose on debts outstanding and that will not be the pretty picture we think it is. I speculatively reckon that this is less than two years away, even less when we consider that several income sources fell away during the year, tourism being the most obvious one.

So have a great day and remember to see the sunshine, it shines on the just and unjust alike.

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December 3, 2025 · 13:06

The land of what?

That is the setting we start with. You see, yesterday, the only things I knew of Venezuela was that the capital was Caracas, at some point a man named Chavez was in charge and that this place has oil and that was all. So what is President Trump aiming for? 15,000 troops and the largest aircraft carriers as well as a few dinghy’s are now ‘patrolling’ the seas, right by Cuba? This is an overreaction of the largest degree. It is like calling for the National guard when you learn that a piece of cheese is missing from your kitchen. So, what kind of posturing did Trump offer in assistance to the Ukraine? So I decided to take a look, especially as we see YouTube videos with that overgrown Armada showing as it is playing Thunderstruck by ACDC (which is a massive impediment of national security in any naval setting ahead of a military operation), as such it is posturing. But why?

Well, apparently in 1990, Gary B. Sidder wrote ‘Mineral occurrences of the Guiana shield, Venezuela’, he did so for the United States department of the interior geological survey, according to that report Venezuela is a fountain of rare minerals having a decent collection of Gold, Diamonds, Aluminum, Manganese, Tin, Niobium, Tantalum, Molybdenum, Uranium, Titanium, Platinum and a few more minerals as well as oil. So what is this about?

You see, as I see it, between now and next July (2026) we see the maturity of bonds, $66B, $40B, $70B, $33B and $47B, making the rough total $256,000,000,000 due and at present (as I personally see it) America doesn’t have that cash, so either America starts a Ponzi scheme creating more debt to pay off this debt or hope that over 90% is set in new treasury bills and that requires serious talks and serious payments to these outstanding debts, optionally roughly 2% over the amount now guaranteed. America is that deep in debt. They couldn’t get Canada or Greenland and now war is the only option for America and its president who was pleading for a Nobel peace plan. Isn’t that hilariously sarcastic? 

So could I be wrong?
That is the first question is ask myself and I am not debating that Venezuela might be the tyrannical setting some claim it is, but the actions of a less then upstanding politician shows a side that is likely less then noble. His lack of actions against Russia, his outstanding setting towards our brother Canada is presumed evidence of this. And as we are also given that “The proven oil reserves in Venezuela are recognized as the largest in the world, totaling 300 billion barrels” is another reason why I am seeing President Trump as the guilty party in this. The invoices are due within 8 months and America is desperate for revenue. After they botched their tourism, tariffed his ‘friends’ to be now less than that and as he lost defence contracts all over the field America is now desperate for revenue. Yes, it is not a good story. 

In this 9 News (Australia) gives us (at https://www.9news.com.au/world/donald-trump-news-usa-venezuela-oval-office-meeting-amid-growing-questions-about-his-military-moves/11240690-4124-4eeb-91a4-f623fe5a9ab9) ‘Donald Trump to hold Venezuela Oval Office meeting amid growing questions about his military moves’ where we see “US President Donald Trump will hold a meeting at the White House on Monday evening about next steps on Venezuela, sources familiar with the matter told CNN, as the administration intensifies its pressure campaign on the country and questions mount about whether the military is exceeding its lawful authority.” With in addition ““President Trump has been quite clear in his defence of the United States homeland, to stop these illegal narcotics from coming to our borders, whether that’s by land or by sea,” Leavitt said. “He’s also made it quite clear that he wants to correct the wrongs of the weaponised Justice Department under the previous administration.”” And do you really need the USS Gerald R. Ford, several ships and 15,000 troops to stop illegal narcotics? I have my doubts as do several others. I don’t care of these drug dealers, stop them in any way, but to set out an Armada that outshines the Spanish Armada of 1588 is an overreaction of the largest manner and as such I think that America’s Trump is trying to secure his rare materials and oil for the continued salvation of America, not the freedom of Venezuela. 

Then we get the BBC (at https://www.bbc.com/news/articles/c93n4nx5yqro) giving us ‘Why is Trump threatening Venezuela’s Maduro?’ With the setting of “The Trump administration has doubled the reward for information leading to Maduro’s capture, and its warships are within striking distance of Venezuela. Dozens of people have been killed in attacks on boats alleged to have been transporting drugs from the South American country.” Even the BBC resorts to ‘alleged’ in all this. I reckon that evidence that these are drug boats is limited to presentation and assumption, but I al willing to accept that setting, but why would you need 15,000 troops? With the additional “Trump reportedly also gave Maduro an ultimatum to leave Venezuela, in a phone call the two men had on 21 November.” So another threat, how did that go over with President Putin? I honestly do not know who ‘evil’ President Maduro is and perhaps he is evil, but in all this how is this some operation Freedom? To set these oil reserves to America? And the rare minerals and in all this António Manuel de Oliveira Guterres, the 9th Secretary-General of the United Nations is as useless as he seemingly is presented to be. So where is his outcry over the rights of Venezuela? Even if he was doing that, he allegedly never spoke out AGAINST Venezuela either, and if he did, why isn’t every newspapers repeating that setting? 

Then we get the one issue that holds weight “In 2024, the electoral council declared Maduro the winner of the presidential election, even though voting tallies collected by the opposition suggested that their candidate, Edmundo González, had won by a landslide.” That does count, but we see this now? It might have been said in the past, but there is a sight to see this in the end of the article, not in a running start at the beginning and now in several news casts clearly outlined. And then? Why is President Trump now so about fairness, all whilst he was supporting Putin in his fight against Ukraine? As I see it, there might be an issue with Maduro, but that is as I see it, not the part that interests President Trump. 

So then we get the part that also matters. We are given “Without providing evidence, Trump has accused Maduro of “emptying his prisons and insane asylums” and “forcing” its inmates to migrate to the US. Trump has also focused on fighting the influx of drugs – especially fentanyl and cocaine – into the US. As part of his war on drugs, he has designated two Venezuelan criminal groups – Tren de Aragua and Cartel de los Soles – as Foreign Terrorist Organisations and has alleged that the latter is led by Maduro himself.” It is the ‘Without providing evidence’, we need to take heed here. He goes on his tantrum fentanyl setting and after he accused Canada, that setting is losing steam fast. I am not saying that it is not the case, but there is more than one piece of evidence that President Trump is taking a lose translation towards the setting of honesty, he did this all himself. All the evidence is setting that stage of doubt in all our minds.

Last there is CNN who (at https://www.cnn.com/2025/12/01/americas/venezuela-allies-diplomacy-us-military-caribbean-latam-intl) gives us ‘Venezuela’s Maduro lost two allies in a week. What regional partners does he have left?’ Giving us a political setting of other nations and the other sides are gaining strength and as such they are not aligning with Maduro. This happens, but what surprised me is that NONE of these news cycles made mention of the large oil reserves, it is seemingly a topic out of bounds with them and I would have seen this as a first stage in all this, because that is giving President Trump the reason to get the USS Gerald R. Ford, several ships and 15,000 troops involved, because securing those would be a clear setting for President trump and no one is asking the question that is out in the open. This is why I oppose this setting. An event done for a corrupt reason belittles that event, no matter how just it is. I know it does not make much sense, because the sales person in all of you thinks that the result justifies the means used and that just isn’t true, because the people on that setting have their own agenda’s and greed is too easy a reason to corrupt the foundation of these people and America is too deep in debt, it passed a debt level of 38 trillion last week. So even as I wrote ‘About America, chapter 11’ on August 26th 2014 (over 10 years ago, at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) it seems that this setting of ‘impeding bankruptcy’ is a lot more real than it ever was before and there is little that America can do to avoid it. They can play the funny card, delay reports on GDP and a few other, but Wall Street has been keeping score and America is showing too little (according to Wall Street) at present, you can fool some people all of the time, you can even fool all of the people some of the time, however you can never fool all of the people all of the time and that setting is now being reached where too many are asking loud questions and as far as I can tell, the blonde in the press office of the White House (Karoline Leavitt) can only do so much and as the world is starting to ask serious questions, her role has been played out as much as it can. Soon we will see a new spokesperson to try and gain credibility towards the press corps, I reckon that as it becomes harder and harder to protect a president of this setting, there is the world view that will be coming into focus and as such America is done for. As far as I can tell no one will be trusting America any day soon and there is plenty of evidence that most are likely to engage into trade deals with China over America, when that happens America might likely and up with one unlikely ally, namely Russia. Lets see how that pans out, shall we?

So feel free to doubt me, but feel free to validate this data with your own research and feel free to present evidence of that. I am not the one saying that my version is correct, but the absence of evidence in several ways are giving me a rather large chance that I am correct. 

MINERAL OCCURRENCES OF THE GUIANA SHIELD, VENEZUELADownload

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November 21, 2025 · 21:23

Amalgamation anyone?

Several settings came across my eyes. First there is the big hit that Prime Minister Carney made in the UAE, some say it comes down to a $3 trillion dollar investment, which is great for Canada. I reckon the northern pipeline that makes America obsolete in this instance has something to do with it. Then there was the rating of 2.3 (out of 5) that Epic Universe scored and I thought that was weird, but the personal ratings with over 250 giving it a 1 rating does not lie, but there was a person who looked into this and made a solid case. The person Andrew Platt gave a good rundown, which made me wonder how Epic Universe was designed. Who was the so called ‘manager of bad times’ The rundown (at https://www.youtube.com/watch?v=Y4wgErXyV14) should be watched by anyone who want to go there. And he looked at stuff I never would have, because (until President Trump took over) I was on that bulk of people wanting to see that place. So at this time, it will be another persons problem and there will be lots of finger pointing into this mess, considering that when the weather is bad, 60% is unavailable is a rather large setting. As such Abu Dhabi and their Warner Brothers theme park upcoming will have a great time adjusting for the thousands of Europeans, Canadians and even Americans. It is the consequence of bad management and a few other matters. But these issues keep on coming. Ill be honest, I never considered these factors, but Universal management should have seen the coming before they poured in 7 billion dollars. The idea of a few hundred million to put it under a roof doesn’t seem to ridiculous now, does it? News dot com dot au gave us in April ‘$13 billion Universal Epic Universe theme park is the biggest, most expensive theme park ever’, as such I never considered what Andrew Platt reported on. So check out his video before you book an expensive hotel in Orlando. 

Then ABC News gave us a mere 5 hours ago ‘‘Buying the dip has become a dangerous sport’ as nervous global share markets dive’ (at https://www.abc.net.au/news/2025-11-21/tech-bubble-asx-nasdaq-dow-jones-sell-off-japanese-bonds/106036078) this gives us “Markets are nervous because more than $US2 trillion ($3.1 trillion) was wiped off Wall Street last night in a matter of hours. Where did the money go? Some went to Japan. Indeed, enough money took flight for some to ask whether the multi-trillion-dollar US tech bubble has now popped.” In addition we see “Bitcoin moved further into bear market territory overnight, plunging a further 5 per cent to under $US88,000 ($136,000) — down roughly 28 per cent from its all-time high.

IG market analyst Tony Sycamore recently questioned whether Bitcoin was the “canary in the coal mine” for overall sentiment in global financial markets.” I cannot argue the ‘canary in the coal mine’ because I am not that deep into anything economically related, but 18 hours ago, Marketwatch (at https://www.marketwatch.com/story/americas-sugar-daddy-just-went-broke-and-youre-stuck-with-the-bill-a74b35c9) we see ‘America’s ‘sugar daddy’ just went broke — and you’re stuck with the bill’ it, reflects my story Yesterday ‘Big in Japan’ (at https://lawlordtobe.com/2025/11/21/big-in-japan/) but with a few more angles. With “Because Japan owns $1.2 trillion in U.S. government debt — more than your weird uncle owns in grievances — and when your biggest lender suddenly discovers it can make money at home, it tends to stop financing your lifestyle. It’s like your friend finally realizing he’s been picking up every bar bill since 1985.” That setting and the others are showing the cracks in the ‘fabulous armour’ called America. Dip after dip after disaster is hitting those shores at present. And Marketwatch gives us ‘Wall Street finally catches on’ with “For months, the market was too busy pricing AI stocks and parsing Elon Musk’s latest proclamation to notice Japan’s bond yields climbing.” And as I see it, they should have been on top of all of it. They wanted their golden throne, but that implies you better keep everything under sight and that is their responsibility. So when the markets panic in the next 96 hours, it will also be on them. All by themselves it all seems manageable, but as a collected setting of bad news for America, there is a larger concern, the seams are breaking and as such the money-tub called America is fumbling in the hands of those who were managing the outcome of that revenue. 

When you come to think of it, I made a presumptuous statement that Americans would ‘invade’ Canada just to get away from America and that setting is a lot more real at this time, because when we see the Financial Review giving us ‘Major super funds count exposure to billion-dollar US solar collapse’ where we see “AustralianSuper, HESTA and the Queensland government’s investment arm, QIC, have an indirect exposure to the prominent bankruptcy case due to substantial interests in one of its biggest backers – Generate Capital. One of Generate’s directors is QIC’s head of global infrastructure, Ross Israel” a mere 4 days ago. In addition we are seeing “Pine Gate has raised more than $US7 billion ($10.7 billion) since it was founded in 2016 and owes creditors including Brookfield and Carlyle around $US6 billion. The company blamed growing uncertainty for overseas investment in the United States and hostility toward green energy since the return of Donald Trump to the White House as reasons for its collapse, along with the revocation of tax credits for solar projects.”And this is only one of many and that is before we consider the AI Bubble (which is denied to exist by Forbes) but the impact on retirement funds will be massive, in nearly any place that has put their money in this. So when the retirement funds collapse, where do you think these people will go? Where do the people go when there is no future in where they are? They go the places that has a future and at present that is Canada (Mexico too). Is this the future? 

You see Amalgamation comes with a danger. You cannot add a bucket of oranges to a bucket of apples and set the stage that you now have 2 buckets of fruit, because the analyses of fruit has different properties, but it can be done to get a little better view in the overall stage, as long as you consider that it is a flawed view and I get that. The Epic Universe stage showed me that I knew too little about that side of the flaw on the matter and me trying to explain it one way is no resolution on any other way. 

I knew that Abu Dhabi was a great vacation destination because I had done my homework on a number of things as such I knew that the UAE was a great place to see (or move to) but the larger impacts are not given, the impact can only be seen where we have all the data and some of the data is kept from us, other data cannot be verified, as such it is a terrible mess. And in this Amalgamation is not really the solution either, but it is all I have to show the dangers of some places. 

In this I bid you a great day and try to enjoy the upcoming weekend, so let’s make it a great weekend.

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November 17, 2025 · 17:07

Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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